FAIS Licensed Financial Adviser: Wealth & Insurance Planning

absa

Plettenberg Bay

On-site

ZAR 350,000 - 550,000

Full time

14 days+

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Job summary

Absa Bank Limited seeks a FAIS-licensed financial adviser to execute the six steps of financial planning for long-term insurance and investments. You will operate under Absa’s bancassurance framework, conduct a Financial Needs Analysis, and present compliant recommendations to clients.

The role requires 2–3 years of planning/advice experience, RE 5 certification, and a fit-and-proper status. You will regularly review client portfolios and support business growth within an ethical, regulated

Qualifications

Minimum 2-3 years Financial Planning / Advice in Long-term Insurance and investment.
RE 5 Certification.
Fit and proper for typical license categories.

Responsibilities

Establish and maintain a professional relationship with clients and stakeholders.
Participate in reciprocal leads activities and sales/pipeline meetings to identify opportunities.
Prepare recommendation and quote for appropriate risk and investment solutions based on the client’s needs.
Present recommendation to clients, ensuring that all FAIS regulations are followed.
Follow all the steps in the designated client engagement process as specified by Absa Advisers.
Provide monthly feedback to the Regional Manager on actions taken to progress the lead to business.